See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,885 | $91,552-47.7% | $133,956-64.3% | $79,858-40.0% |
| Participation rate | 84.3% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 17.27% | 61.85%-44.6pp | 45.09%-27.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $482 | $2,384-79.8% | $3,919-87.7% | $2,471-80.5% |
| Participant deferral / active EE | $3,956 | $3,733+6.0% | $5,048-21.6% | $3,740+5.8% |
| Admin fee / account holder | $646 | $6,321-89.8% | $8,927-92.8% | $5,306-87.8% |